Your dashboard is the first page you get at logon. It essentially works as the summary of your organization data, presented visually in the following sections:
On the very top of the overview, you will see four boxes. They already contain information, however you can change this to your preference.
For the period you select, you straight away know
- how much time you have tracked with the app
- the amount you are owed as the sum of the invoices
- how much you owed as the sum of bills
- your net cash balance.
Find the widget in each one of the four cards: click on it to change the information to appear, and use the four most important to you. Your selections will be saved for each time you look at your dashboard.
To assist you further, we have created charts of the three following categories. Each one represents values of specific data:
- Sales and purchases
- Expenses by category
- Cashflow timeline
- Tracked hours
The following image is one of the "expenses by category" of the last 12 months (as you can see in the interval selection field). Each of the sections in the pie chart represent amounts spent in each of the categories, which have been applied in item lines of your expenses or bills.
Tip! Hover over the graph and view the exact amounts represented.
Outstanding Invoices, bills and client balances
On the bottom part of the overview you will find three lists: Outstanding invoices, outstanding bills and client balances. The purpose of the lists is to briefly show you what you can expect to be paid and what you are ought to pay. Client balances gives you an idea of which clients owe you the most.
The lists offer shortcuts to the "detail report" of the full list of related records, as well as for viewing the Invoice, Bill or Client you wish to take action on.
You can return to the Overview anytime, by clicking 'E' of Elorus on the top of the Main menu.